Custodial & Investment Management Services
Custody and Investment Services
I&M Bank Tanzania is licensed by the Capital Market and Securities Authority (CMSA) the Dar es Salaam Stock Exchange (DSE) as a Custodian Bank We provide all facilities required for investing in equities, fixed income and other securities through one point of contact in a personalized and professional environment of a commercial bank.
Safekeeping of client securities - Securities are purchased / transferred in the name of the client but held by I&M Bank on behalf of the client
Portfolio Reporting - Providing reports, valuations and reconciliations of assets held as well as transaction status of the client
Trading of fixed income securities – The Bank facilitates trading of government securities (T-bills, T-bonds) and corporate bonds on behalf of clients
Tailoring of investment options for the client - Assisting the clients in achieving their investment goals
Proxy Services - This happens when the client directs the Bank to represent his interests in matters relating to his investments like attending Annual General Meetings
Settlement of securities like shares and government securities. Ensuring timely receipt of client’s securities and payment of funds
Corporate actions processing and notification to client such as Interest payments, dividend collection, processing of rights & bonus issues
Opening and maintenance of client’s CDS trading accounts
Facilitating the immobilization/dematerialization of securities i.e. conversion from paper share certificate to electronic form
Assisting clients in the application of government securities and corporate bonds
Trading of shares - Purchasing and selling of listed shares through a list of our empanelled brokers at the Dar es Salaam Stock Exchange (DSE) and across East Africa
Facilitating the creation of liens on securities used as collateral. Through I&M Bank the client can now secure a loan using his existing shares as collateral
- Local and foreign individuals
- Corporate and institutions
- High Net worth Individuals
- Pension & Provident schemes
- Fund managers
- Collective Investment Schemes
- Insurance companies
- Meet a bank representative at any of our branches who will guide you to our custodial team.
- Meet our Custodial & Investment Management team or contact them on the numbers overleaf.
- Sign up a Custody & Investment Management Agreement with the I&M Bank (T) Limited
- Open a Custody & Investment Management transaction account to facilitate your investment transactions.
Want to invest?
Request Call Back
One of our representatives will call you back as soon as possible.
We are available from 9:00 AM to 4:00 PM Weekly.